-- 多伦多证券交易所周五收低,此前一日的强劲上涨收复了此前五个交易日的所有跌幅。美国总统特朗普表示,他将于下周将欧盟汽车和卡车的关税降至25%,这可能会给本已因中东战争而苦苦挣扎的全球经济带来更多压力。 S&P/TSX综合指数收跌73.15点,跌幅0.2%,报33,891.18点,各板块涨跌互现。能源板块下跌超过1%,而电池金属指数上涨2.3%,信息技术板块上涨近2%。 不过,FactSet指出,截至今日,该指数4月份累计上涨1,196.29点,涨幅3.65%,年初至今累计上涨2,251.57点,涨幅7.1%。 加拿大国家银行今日发布的2026年5月月度股票监测报告指出,尽管石油危机持续,地缘政治风险依然存在,但全球股市仍创下新高,股市“受益于异常强劲的盈利预期”。该行表示:“市场似乎预期经济将迅速恢复正常,但霍尔木兹海峡的动荡局势继续支撑着大宗商品价格的显著溢价。” 加拿大国家银行对风险资产仍持谨慎态度,因为局势再度升级可能造成严重的全球性后果,即使局势缓和,也可能导致通胀和利率长期居高不下。该行补充道,人工智能生产力的提升从长远来看具有上涨潜力,但其速度可能不足以完全抵消大宗商品价格冲击、实际收入下降和利率上升带来的短期拖累。 与此同时,在经济方面,特朗普对欧盟发出最新威胁之际,加拿大通讯社报道称,加拿大总理马克·卡尼否认加拿大政府可能在即将与美国政府进行的贸易谈判中利用能源或关键矿产作为“筹码”。卡尼在一次采访中表示,他不会将这些行业描述为“筹码”,因为加拿大并未打算停止任何现有的贸易。报道指出,此前美国贸易代表杰米森·格里尔在华盛顿向听众表示,加拿大不应试图利用其能源和矿产资源作为筹码,来推动北美自由贸易协定的续签谈判。 大宗商品方面,周五下午黄金价格小幅上涨,但仍维持区间震荡。与此同时,美元和美国国债收益率上升,交易员纷纷转向债券市场;此外,伊朗战争推高了油价,加剧了通胀,并威胁到利率上升。6月交割的黄金期货价格上涨12.80美元,至每盎司4642.40美元。 但由于伊朗提出了一项新的和平方案,遭到美国总统特朗普的拒绝,西德克萨斯中质原油价格收跌。 6 月份交割的 WTI 原油价格下跌 3.13 美元,至每桶 101.94 美元;7 月份交割的布伦特原油价格下跌 2.17 美元,至每桶 108.23 美元。
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